Description

JOB SUMMARY

Join our dynamic team at University Credit Union and be a key player in empowering the University Community with a financial advantage! In this role, you’ll build and nurture meaningful relationships while driving growth initiatives that support both our strategic goals and the success of our campus partnerships. You’ll have the opportunity to make a real impact by managing and executing exciting business development projects, events, and sponsorships that foster engagement and expand our reach within the university community. If you’re passionate about delivering exceptional member service, have a strong understanding of credit union products, and thrive in a fast-paced, goal-driven environment, this is the perfect opportunity for you to make a difference while contributing to the growth and success of both UCU and our university community.

LOCATION

We’re committed to bringing top talent onto our team, which is why this position offers the flexibility of a hybrid remote work arrangement.

ABOUT UNIVERSITY CREDIT UNION

Founded in 1951 by a group of UCLA employees, University Credit Union (UCU) has been committed to providing the university community with a financial advantage for over 70 years. What started as a small, on-campus credit union has since expanded its reach to universities across the country. Today, UCU exclusively serves the higher education community, offering products and services that are tailored to their unique needs.

UCU’s mission is simple: to empower every member of the university community to achieve financial success. We do this by offering conflict-free, unbiased financial advice from certified coaches and providing some of the lowest rates in the nation on auto loans, credit cards, consumer loans, and HELOCs—consistently ranking in the top 5% of all federally insured financial institutions.
 

With a strong foundation for growth and a clear focus on the future, UCU continues to be a trusted partner, dedicated to delivering the financial tools and support needed to help give our member-owners a financial advantage.

 KEY DUTIES AND RESPONSIBILITIES

1. Drive Relationship Building & Partner Growth

• • Develop and execute business plans that align with UCU’s goals, using data and past performance to fuel growth.
  • Set and achieve personal development goals focused on leadership, strategy, and technical skills.
  • Foster strong, lasting relationships with University Partners by executing your campus contract and leveraging resources to drive business growth.
  • Build and maintain contact lists for outreach, retention, and tailored service to both new and existing partners and members.
  • Attend University Community events to generate new business and promote UCU’s services.
  • Expert in understanding and executing partner contracts and able to uncover new growth opportunities.
  • Listen to member needs and develop innovative programs to enhance relationships with both members and University Partners.
  • Collaborate with and support other Growth Officers and university teams to maximize opportunities, execute contract and support each other in achieving collective success!

This role is all about building meaningful connections within your partner university while supporting others, executing strategies that drive success, and being a proactive, enthusiastic advocate for UCU within the University Community!

1. Drive University Engagement & Program Success

• • Lead engaging in-person and virtual meetings with university partners to showcase membership benefits and promote UCU’s core products and services.
  • Collaborate with partners and internal business units to create impactful university specific programs that address the financial needs of university stakeholders.
  • Plan and deliver educational financial wellness workshops (both in-person and virtual) to raise awareness of UCU’s offerings.
  • Reach out to current and potential members through calls, emails, site visits, and appointments to build relationships and drive engagement.
  • Partner with universities to identify new marketing opportunities through contract assets and innovative initiatives.
  • Look for opportunities outside of university contracts to drive growth.
  • Maintain accurate, up-to-date contact lists, sales activities, and event details to ensure seamless tracking and follow-up.
  • Promote UCU’s full range of products and services, consistently meeting individual and team targets through a consultative, value-driven approach.

This role is all about collaborating with university partners, creating valuable programs, and promoting financial wellness in fun and engaging ways!

1. Foster Collaboration & Communication Across Teams

• • Actively participate in Growth Department meetings and initiatives to support UCU’s goals.
  • Share successes and insights internally to highlight and strengthen our competitive edge within the university community.
  • Partner with advisory centers and other internal teams to ensure seamless, collaborative service delivery, including coordinating training and volunteer opportunities at partner universities.
  • Provide backup support to fellow Growth Officers, including on-campus events, hub or advisory center support, and financial wellness workshops.
  • Keep management in the loop on key activities, challenges, and successes through regular team and one-on-one meetings.
  • Offer personalized financial consultations to empower members toward financial independence and effective self-service banking needs.
  • Use strong interpersonal skills to collaborate and influence across all levels of management, advocating for UCU with professionalism and respect.
  • Collaborate with other Growth Officers to provide support in executing business plan, contract review and support onboarding.

This role thrives on building strong internal relationships, fostering teamwork, and empowering both members and colleagues to succeed!

1. Additional Responsibilities & Special Projects

• • Take on special projects, as assigned, with flexibility to work evenings or weekends as needed.
  • Stay up-to-date with trends in financial services and public relations, keeping an eye on competitor offerings.
  • Maintain a clean, secure, and professional work environment, ensuring the banking hub or advisory center is well-kept.
  • Be self-motivated, proactive, and ready to tackle challenges with a “get-it-done” attitude.
  • Uphold the highest standards of professionalism, integrity, and confidentiality in all interactions.
  • Stay knowledgeable about UCU’s products and services, and how they compare to the competition.
  • Complete CCUFC certification training within the first six months to ensure continued growth and success in the role.
  • Support fellow Growth Officers with execution of partner contracts and creating a strategy for continued growth.

This role offers the opportunity to take on exciting challenges, stay sharp on industry trends, and maintain the high standards that make UCU a trusted partner in the university community!

Qualifications

 Education & Certification

• Associate degree in marketing, sales, or a business-related field required;
  bachelor’s degree preferred.
• Business development training in a credit union, banking, or financial services environment with a consultative sales approach is a plus.

Knowledge & Experience

• Basic understanding of credit union/financial sector operations.
• Familiarity with business and marketing processes.
• At least one year of relevant experience, preferably in a banking sales or business development role.

Skills & Abilities

• Excellent verbal and written communication skills.
• Highly organized with great attention to detail.
• Strong project management skills, with the ability to manage multiple tasks.
• Proficient in relevant computer applications.
• Self-motivated, independent, and able to think creatively.
• “Can-do” attitude when it comes to problem-solving and overcoming challenges.

We’re looking for someone who thrives in a dynamic, goal-oriented environment and is ready to bring a proactive, solutions-focused mindset to the role! 

Team UCU Benefits:

Investing in people is one of UCU’s strategic priorities and we invest in Team UCU by offering a variety of excellent benefits, in addition to being a great team to work with: 

• Competitive compensation
• Work from anywhere options for select positions
• A full 401(k) match up to 6% plus a potential additional annual profit share of up to 4%
• Quarterly Gain Share awards, subject to meeting certain organization goals, with a payout of up to 10% of earnings
• Employee loan discounts
• Generous paid vacation, plus accrual of paid sick time, and additional discretionary floating and cultural holidays ✓ 12 paid Holidays
• Personal growth development plans tailored to each member of Team UCU
• Choice of medical, dental, and vision plans, including some options that are 100% paid by the Credit Union.
• Complementary Basic Life and Accidental Death and Dismemberment Insurance
• Complementary long-term and short-term disability insurance and Employee Assistance Program 

UCU’s commitment to diversity, equity, and inclusion:

Diversity, equity, and inclusion play a key part in our dedication to give everyone in the university community a financial advantage. From students, staff, faculty, and alumni, our member-owners are individual in their needs. UCU is committed to ensuring our team brings a variety of skills, ideas, cultural backgrounds, and experience to UCU to align with them. We are dedicated to building trust and understanding with each of our member-owners. We accomplish this by building a community that embraces diverse ideas, backgrounds, and perspectives; this is mirrored in our work and represented in Team UCU.

Salary : $67,747 - $84,683